Choose an operation
- AML Checks
- Account
- Actions
- Addon Subscriptions
-
Addons
- Get all available addons
- Initiate a sync to pull all clients from Nucleus
- Initiate a sync to pull all plans from Nucleus
- Seccl - Sync all the clients
- Seccl - Sync all the plans
- Seccl - Get a list of Seccl Nodes for the firm
- Seccl - Store an adviser node association
- Seccl - Search assets on Seccl
- Seccl - Get the seccl client associated with the account
- Seccl - Update the seccl client
- Seccl - List scheme products on Seccl
- Get api v1 addons seccl addon direct debit mandate
- Post api v1 addons seccl addon direct debit mandate
- Post api v1 addons seccl addon sync client account uuid
- Post api v1 addons seccl addon sync plan plan uuid
- Fundment - Sync all the clients
- Fundment - Sync all the plans (goals)
- SmartSearch - Run a UKAML Check
- Transact - Account Opening
- Addresses (v1)
- Addresses (v2)
- Audits
- Automation Blocks
-
Automation Blueprints
- Trigger automations through webhook
- Get all Automation Blueprints
- Create an Automation Blueprint
- Get a Automation Blueprint
- Update a Automation Blueprint
- Delete an Automation Blueprint
- Trigger and start running an automation
- Attach a webhook target to an automation blueprint
- Get all executions for a single automation blueprint
- Automation Execution Steps
- Automation Executions
- Bank Accounts
- Beneficiary
- Blueprint Steps
- Bulk Actions
- Business Metrics
-
Cases
- Get all client cases
- Get all cases
- Create a case
- Get a case
- Update a case
- Delete a case
- Add clients to a case
- Remove clients from a case
- Get all case statuses
- Create a case status
- Update a case status
- Delete a case status
- Get all case types
- Create a case type
- Get a case type
- Update a case type
- Delete a case type
-
Circles
- Get all circles
- Create a circle
- Get a circle
- Update a circle
- Delete a circle
- Get all emails for a circle
- Get all notes for a circle
- Get circle charge splits
- Get all Accounts for the Circle
- Get all form submissions for accounts in a circle
- Get all linked clients for clients of a circle
- Get Wealth summary of all accounts of a circle
- Get the fact-find access policies
- Update a fact-find policy
- Claim
- Client Statuses
-
Clients
- Get all clients [DEPRECATED: Use account route]
- Create a client [DEPRECATED: Use create an account route]
- Get a client [DEPRECATED: Use get an account route]
- Update a client [DEPRECATED: Use update an account route]
- Delete a client [DEPRECATED: use delete an account route]
- Get all client plans
- Get all linked clients for a client
- Create a client link
- Update a client link
- Delete a client link
- Retrieve the owners of the client with their personal details.
- Manage owners for the shared client.
- Update the personal details of one of the owners.
- Get all shared accounts the client belongs to.
- Get all fact-find requests the client owns.
- Create a wealth summary for the client.
- Get all of a client's new business events
- Get all the emails the client is a participant of.
- Get all the illustrations for a client
- Cloning
- Contact Details (v1)
- Contact Details (v2)
- Contributions
-
Conversations
- Retrieve the mentionable accounts for a conversation.
- Get all account conversations
- Get all circle conversations
- Get all conversations of a case
- Get all conversations.
- Create a conversation.
- Get a conversation.
- Update a conversation.
- Delete a conversation
- Update notification settings for a conversation
- Leave a conversation
- Archive the conversation
- Unarchive the conversation
- Pin the conversation
- Add participants to conversation
- Remove participants from a conversation
- Promote participants to conversation admins
- Revoke admin privileges from conversation participants
- Create a message with inline files
- Get all messages
- Create a message
- Get a message
- Update a message
- Delete a message
- Get a messages edit history
- Cover
- Custom Default Folders
- Custom Fields
- Dependants (v1)
- Dependants (v2)
-
Document Builder
- Get available variables
- Get document templates
- Create a document template
- Get a document template
- Update a document template
- Delete a template
- Download Template as DOCX
- Update the DOCX content of a template
- Download Template as SFDT
- Download Template as PDF
- Generate Document Preview
- Get all documents
- Create a document
- Get a document
- Update a document
- Delete a document
- Download Document as DOCX
- Update the DOCX content of a document
- Download Document as SFDT
- Download Document as PDF
- Generate Document Preview
- Publish a document
- Document Packs
- Document Signing
- Employee
- Employment (V2)
- Employments
-
Endpoints
- Get all personal access tokens
- Create a personal access token
- Delete a personal access token
- Get api v1 migrate joint logins
- Post api v1 migrate joint logins joint account login uuid
- Post api v1 migrate joint documents to circle
- Update Client in Conquest and redirect to Conquest to view client
- Create Plan in Conquest and return URL to view Conquest Client.
- Create Be-IQ Risk Profile Invitation
- Show the Be-IQ client
- Retrieve a front-end access token to retrieve the Be-IQ front-end data
- Get the Microsoft Entra token from the PensionLabs SDK
- Get api v2 flux
-
Expenditures
- Get all Life Stages for a Firm
- Create a Life Stage for a Firm
- Retrieve a Life Stage for a Firm
- Update a Life Stage for a Firm
- Delete a Life Stages for a firm
- Reorder Life Stages for a firm
- Get Sections for Life Stages for a Firm
- Create a Section for a Life Stage for a Firm
- Get a Section for a Life Stage for a Firm
- Update a Section for a Life Stage for a Firm
- Delete a Section for a Life Stage for a Firm
- Reorder Life Stage Sections for a firm
- Update the custom expenditures setting across all uuids
- Get all the Fields for a Life Stage Section for a Firm
- Create a Field for a Life Stage Section for a Firm
- Get a Field for a Life Stage Section for a Firm
- Update a Field for a Life Stage Section for a Firm
- Delete a Field for a Life Stage Section for a Firm
- Reorder Life Stage Section Fields for a firm
- Get all expenditures including totals for a client
- Show an individual Expenditure
- Delete an Expenditure
- Create or Update an Expenditure
- Create an Expenditure
- Update an Expenditure
- Delete api v1 client client uuid expenditure life stage uuid custom expenditure uuid
- FCA Numbers
-
Fact-Finds
- Get all fact find requests for accounts in a circle
- Get all fact-find schemas
- Create a fact-find schema
- Get a fact-find schema
- Update a fact-find schema
- Delete a fact-find schema
- Archive a fact-find schema
- Archive a fact-find schema
- Get all sections for a fact-find schema
- Create a schema section
- Get a section for a schema
- Update a schema section
- Delete a schema section
- Generate the PDF for a fact-find schema and save it to the client's documents.
- Retrieve all the sections for the request
- Update a given section progress
- Get all fact-find requests for the user.
- Create a fact-find request
- Get a fact-find request
- Delete a fact-find request
- Complete a fact-find request for a given fact-find pass
- Finish the fact-find request
- Create an additional account on a client's fact-find
- File Uploading
-
Filesystem
- Get root folder for a firm
- Get root folder for a client
- Get root folder for a circle
- Get root folder for an illustration
- Get root folder for a case
- Get conversation files
- Create a folder
- Get a folder
- Update and/or move folders
- Delete a folder
- Get all files in a folder
- Update folder permissions
- Get a folder structure
- View deleted files
- Assign file
- Get a file
- Update and/or move a file
- Delete a file
- Get all files on a documentable model
- Restore a file
- Copy a file
- Download a file.
- Download a file via a temporary URL
- Force delete a file
- Get root folder for a plan
- Firms
-
Form Builder
- Get all forms
- Create a form
- Get a form
- Update a form
- Delete a form
- Get all Linked Questions
- Get all linked custom field questions
- Get all received form submission requests
- Get all sent form submission requests
- Get all submission requests on a form
- Get a submission request
- Delete a submission request
- Make a duplicate of an existing form
- Make a form live
- Make a live form no longer live (only works on forms with no submissions)
- Create a section for a form
- Get a form's section
- Update a form's section
- Delete a form's section
- Create a question for a section
- Get a question
- Update a section's question
- Delete a section's question
- Get all submissions for a form
- Create a submission to a form
- Get a submission
- Delete a submission
- Get all submission for a form authored by a specific account
- Get all answers for a submission
- Submit answers to a submission
- Change the form status to submitted
- Get all submission requests on a form
- Update a form submission request
- Delete a submission request
- Store a submission request
- Goals (v1)
- Goals (v2)
- Groups
- Holdings
- Illustrations
- Imports
- Income (v1)
- Income (v2)
-
Income Reconciliation
- Get all charges for a circle
- Get all expectations of circle
- Get all charges for a client
- Get all expectations of client
- Get all charges for a plan
- Get all expectations of plan
- Upload a provider statement CSV.
- Get all provider statements
- Create a provider statement
- Get a provider statement
- Update a provider statement
- Delete a provider statement
- Upload a bank statement CSV.
- Get all bank statements
- Create a bank statement
- Get a bank statement
- Update a bank statement
- Delete a bank statement
- Get all charges
- Create a charge
- Get a charge
- Update a charge
- Delete a charge
- Calculate the income splits of an expectation
- Get all firm expectations
- Get an expectation
- Update an expectation
- Delete an expectation
- Get all statement transactions
- Create an statement transaction
- Get an statement transaction
- Update an statement transaction
- Delete an statement transaction
- Unreconcile the expectation
- Get all bank transactions
- Create a bank transaction
- Get a bank transaction
- Update a bank transaction
- Delete a bank transaction
- Reconcile an expectation to statement transactions
- Balance partially reconciled expectations
- Unbalance the expectation
- Reconcile bank payments to statement transactions
- Delete a reconciliation
- Create expectations
- Auto reconcile statement transactions
- Get all reconciliations on a bank transaction
- Get all reconciliations on an statement transaction
- Get all charge splits
- Create a charge split
- Get a charge split
- Update a charge split
- Delete a charge split
- Get all adviser splits
- Create an adviser split
- Get an adviser split
- Update an adviser split
- Delete an adviser split
- Get all charge split schemas
- Create a charge split schema
- Get a charge split schema
- Update a charge split schema
- Delete a charge split schema
- Introducer
- Logins
- Logs
- Lookups
-
Mailboxes
- Display a list of mailboxes for the current firm.
- Store a new mailbox for the current firm and return the form link to authenticate the mailbox.
- Update the specified mailbox.
- Remove the specified mailbox.
- Display the mailbox folders.
- Re-authenticate a mailbox.
- Display the specified email.
- Delete the specified mailbox message.
- Delete the specified mailbox message thread.
- Miscellaneous
- Model
- Model Types
- Navigation
- Network Management
- Networth
- New Business Events
- Notes
- Notifications
- OAuth2 Connections (External Only)
- Plan Returns
-
Plans
- Get all plans
- Create a plan
- Get a plan
- Update a plan
- Delete a plan
- Update a plan's ownership without updating the rest of the plan
- Get the valuations formatted for a graph
- Get all plan's new business events
- Get all group scheme members
- Create a group scheme member
- Get all sub schemes for a group scheme
- Create a sub-scheme for a group scheme plan
- Request Plan Data From Provider (Beta)
- Get all the provider feed logs for a given plan
- Get all the illustrations for a plan
- Plans (v2)
- Platform
- Premiums
- Providers
- Reactions
- Report Templates
- Report Types
- Reports
- Risks (v1)
- Risks (v2)
- Search
- Shareholders
- Staff Members
- Statements
-
Static Data
- Get a list of boolean choices
- Get a list of occupations
- Get a list of supported nationalities
- Get a list of addon categories
- Retrieve a list of all the plan type
- Retrieve the plan sub-types for a given plan type
- Plan statuses
- Get a list of plan inactivity reasons
- Get a list of transaction types and sub-types
- Get the subtypes for a transaction type
- Get a list of charge categories
- Get a list of RMAR types
- Get a list of service types
- Get a list of modelable types for logs
- Get a list of contribution types
- Get a list of advice types
- Get a list of options for new business event conducted by
- Get a list of options for new business event status
- Get a list of options for new business event source of funds
- Get a list of Frequency types
- Get a list of employee departments
- Get a list of crystallisation reasons
- Get a list of interest types
- Get a list of property types
- Get a list of repayment types
- Get a list of repayment methods
- Get a list of term types
- Get a list of transfer types
- Get a list of source of premiums
- Get a list of premium payment methods
- Get a list of cover types for the specific plan type.
- Get a list of file extensions
- Get a list of all reports
- Get a list of options for client regulatory classifications
- Get a list of all LookupTypes
- Get a list of all CheckStatuses
- Get a list of all CheckOutcomes
- Get a list of all states of health
- Get a list of all webhook subscription events.
- Get a list of all titles
- Sub Account Portfolios
- Sub Accounts
- Tagging
- Task Statuses
- Tasks
- Time Entries
- Transaction
- Transactions (v2)
- Unipass Certificates
-
User Management
- Get the authenticated user
- Update the authenticated user
- Get all logins for the authenticated user
- List all fact-find passes for the user
- Switch user accounts
- Store Firebase notification tokens
- Remotely revoke an integration
- Get the welcome widget tasks for the authenticated user
- Update a welcome widget task for the given user
- Valuations
- Valuations (V2)
- Webhook Subscriptions
- Withdrawals
-
Workflows
- Get all workflows
- Create a workflow
- Get a workflow
- Update a workflow
- Delete a workflow
- Render a tree of the structure of the workflow.
- Render breadcrumbs of the structure of the workflow.
- Get all workflow tasks
- Create a workflow task
- Get a workflow task
- Update a workflow task
- Delete a workflow task
- Add a participant to the workflow task
- Remove a participant from a workflow task
- Run a workflow
VERB
https://api.plannrcrm.com
https://api.plannrcrm.com
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Plannr API Documentation
v1.54.3
Version v1.54.3
This is version v1.54.3 of this API documentation. Last update on Nov 7, 2025.
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